证券日报网讯1月8日，博腾股份（300363）在互动平台回答投资者提问时表示，公司将结合财务核算结 果，根据深交所相关业务规则及时履行信息披露义务，具体的业绩预计情况请以公司法定公告为准。 ...

证券日报网讯1月8日，博腾股份（300363）在互动平台回答投资者提问时表示，公司秉持长期发展理 念，滚动制定战略发展规划，围绕核心业务深耕、市场拓展及能力升级稳步推进，相关重大经营信息请 以公司法定信息披露为准。 ...

证券日报网讯1月8日，博腾股份（300363）在互动平台回答投资者提问时表示，公司将在2025年年度报 告中披露截至2025年12月31日股东户数，请以届时法定披露信息为准。 ...

每经AI快讯，博腾股份发布公告称，2026年1月5日，博腾股份接受长江证券等投资者调研，公司董事 会秘书、副总经理皮薇等人参与接待，并回答了投资者提出的问题。 （记者 张明双） 每经头条（nbdtoutiao）——原指导价34.99万的宝马裸车价22.5万元，多家车企还补贴购置税！2026开 年车市火爆，销售从早到晚忙到没空吃饭 ...

2026 年度医药策略观点更新 20260105 摘要 医药板块经历 2025 年调整后，机构持仓和估值均处于左侧布局阶段， 具备向上弹性，创新药及其产业链是 2026 年确定性最强且具进攻性的 方向，受益于中国创新竞争力持续加强。 创新竞争力增强的动因包括 BD 落地、海外临床进展和商业化兑现，以 及 XDC、双抗、小核酸等新技术突破，和潜在 IPO 公司登陆港股市场等 催化剂。 创新思路包括关注信达生物、博泰生物、英恩生物等核心资产，重磅数 据读出或潜在 BD 带来的短期催化剂，以及 XDC、双抗、小核酸等新技 术方向。 创新产业链全面复苏，CDMO 订单与业绩从 2024 年开始复苏，2025 年进一步全面复苏，预计 2026 年持续，凯莱英与博腾等公司具有较高 估值性价比。 内需复苏趋势明确，2025 年逐季度加强，驱动力包括国内创新 BD 创新 高、一级市场和二级市场回暖，A 股和港股 IPO 数量增加，推动一级市 场融资触底反弹。 Q&A 2026 年医药行业的投资机会主要集中在哪些方面？ 2026 年医药行业依然充满投资机会，主要集中在全球有竞争力的资产，包括 创新药、创新药产业链和高端制造。同 ...

Q5：细胞基因治疗业务今年的情况如何？是否有海外客户？ A5：2025 年，博腾生物整体业务开展符合预期，在多个业务领 域均实现突破，包括获得商业化工艺变更阶段的 CMC 项目、完 成首个 in vivo CAR 慢病毒项目工艺开发及三批 GMP 批次生 产，签署多个慢病毒/mRNA-tLNP 的 in vivo CAR-T 管线项目。 博腾生物已经在美国、欧洲、韩国等海外市场取得突破。 Q6：如何看待 in vivo CAR-T？ A6：In vivo CAR-T 为未来 CGT 商业化现货型产品打开了一种 思路和可能，但是目前仍在早期阶段，在技术成熟度、安全性 等方面仍需要验证。 证券代码：300363 证券简称：博腾股份 博腾股份投资者关系活动记录表 编号：00120260105 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 □电话通讯 | | | □其他 | | 参与单位名称及人 | 长江证券：万梦蝶、刘长洪；长江证券自营：彭仲杄；兴银基 | | 员姓名 | 金 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected performance that exceeds the market by more than 5% over the next six months [29]. Core Insights - The report highlights that the national government will continue to support the renewal of medical equipment in 2026, which is expected to drive demand in the medical device sector. The focus is on high-end equipment and companies with significant performance improvements and international expansion, such as Mindray Medical, United Imaging, Aohua Endoscopy, and Kaili Medical [3]. - The report emphasizes the optimization of application conditions and review processes for equipment renewal projects, aiming to lower investment thresholds and enhance support for small and medium-sized enterprises [3]. - The ongoing policy for equipment renewal is anticipated to sustain a favorable bidding environment for medical devices, with a gradual improvement in performance as inventory clears [3]. Summary by Sections Industry Overview - The report discusses the government's announcement on December 30, 2025, regarding large-scale equipment renewal and the inclusion of various sectors, including healthcare, in the support framework for 2026 [3]. - It outlines the measures to improve the application process for equipment renewal, including stricter requirements for equipment depreciation and minimum usage periods [3]. Investment Opportunities - The report suggests focusing on companies that are expected to show significant performance improvements and have a leading international presence in the medical device sector [3]. - Specific companies recommended for investment include Mindray Medical, United Imaging, Aohua Endoscopy, and Kaili Medical, which are well-positioned to benefit from the anticipated demand for high-end medical equipment [3]. Market Performance - The medical sector has experienced a decline, with a reported drop of 2.06% in the last week, ranking 25th among 28 industries [8][18]. - The report notes that the medical device market is under pressure in the short term due to policy impacts, but improvements are expected as companies innovate and expand internationally [5].

Group 1: Core Insights - The report maintains a strong market rating for the pharmaceutical industry, indicating a clear upward trend driven by recovering demand and improved performance in the CXO sector [1][2] - The CXO sector has shown significant stock price increases, with some companies experiencing nearly 100% growth since the beginning of 2025, driven by the innovative drug market and a recovery in orders [3][6] Group 2: CXO Sector Analysis - The CXO sector's overall revenue increased by 11.8% year-on-year in the first three quarters of 2025, with a notable profit increase of 58.1% [13] - External demand for CXO services has rebounded, with significant order growth from leading CDMO companies, indicating a clear recovery trend [22][31] - Internal demand for CXO services has lagged behind external demand, but there are signs of strong growth in domestic innovative drug projects and increased investment in the domestic market [3][22] Group 3: Life Sciences Upstream - The life sciences upstream sector has seen a 37.7% increase in stock prices year-to-date, outperforming the pharmaceutical and biotechnology index by 18% [3] - Revenue for the upstream sector increased by 8.8% year-on-year in the first three quarters of 2025, with net profit rising by 27.7% [3] Group 4: Investment Recommendations - The report suggests a strategic investment focus on companies such as WuXi AppTec, WuXi Biologics, and Tigermed, while also highlighting more flexible investment options like Zhaoyan New Drug and Nossan [3]

本报讯(记者冯雨瑶)12月29日晚间，重庆博腾制药科技股份有限公司(以下简称"博腾股份（300363）") 发布公告称，公司全资子公司重庆博腾药业有限公司(以下简称"博腾药业")于近日获得欧盟质量受权人 (QualifiedPerson，QP)签发的符合性声明，顺利通过欧盟QP审计。 公告显示，本次审计依据EU GMP Guidelines EudraLex Volume4、EUClinicalTrial Regulation(536/2014)及 GMPfor IMP指导原则，审计范围涵盖公司重庆制剂生产基地注射剂、口服固体制剂及非无菌半固体制 剂业务的质量管理、生产管理、厂房设备设施、物料系统、包装与标签系统等方面。 本次顺利通过QP审计，标志着博腾药业的质量管理体系已达到欧盟GMP标准，能够为全球客户提供符 合国际标准的制剂定制研发生产服务。另据公告披露，本次通过欧盟QP审计不会对博腾股份当前业绩 产生重大影响。 ...

格隆汇12月29日丨博腾股份(300363.SZ)公布，全资子公司重庆博腾药业有限公司（简称"博腾药业"）于 近日获得欧盟质量受权人（QualifiedPerson, QP）签发的符合性声明，顺利通过欧盟 QP 审计。本次审 计依据 EU GMP Guidelines EudraLex Volume 4、EUClinical TrialRegulation（536/2014）及 GMP for IMP 指导原则，审计范围涵盖了公司重庆制剂生产基地注射剂、口服固体制剂及非无菌半固体制剂业务的质 量管理、生产管理、厂房设备设施、物料系统、包装与标签系统等方面。本次顺利通过QP审计，标志 着博腾药业质量管理体系已达到欧盟 GMP 标准，能够为全球客户提供符合国际标准的制剂定制研发生 产服务。 ...